How to incorporate financial education into your wellness program
When it comes to Workplace Financial Wellness, one of the first questions asked by Benefits Administrators is, “How do I incorporate this type of benefit into my overall wellness plan?”
Many HR and benefits practitioners struggle with this dilemma and rightfully so. If you ask even the most seasoned financial experts, they’ll agree - there isn’t just one strategy for incorporating financial education. However, there are best practices and crucial steps for setting yourself up for success.
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Take Advantage of Account Access Options
In order to take control of your finances, you need easy account access to monitor and manage your money. Get to know what Advancial offers and how you can use these options to improve your finances.
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A Checklist for an Organized Estate
Estate planning is a must these days – and it’s the smart thing to do to protect your assets and ease an already difficult time for your loved ones. But starting the process and executing it effectively can be a challenge. Making plans for distributing your money, home and other assets after you’re gone may be uncomfortable, but it’s important to address the topic so you and your loved ones are prepared.
Use this checklist to help you identify important documents and decisions for an organized estate...
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